Backtest
Put a fixed amount into one NSE share at a chosen interval, from a starting month you pick. We apply the closing prices we hold to work out what those purchases would be worth today, beside a second share or the NASI index if you add one.
Britam
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 161,522
Worth KES 282,522
Profit as a share of everything put in, over the whole run
+133.5 %
2.3× the money in
Money-weighted annual return (XIRR), dividends reinvested+16.1 %
Largest peak-to-trough fall in the holding's value, on held closes−35.8 %
Annualised standard deviation of daily returns40.1 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 7.60
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −151 | −6.1 % | KES 3,849 |
| 2017 | KES 16,000 | +2,762 | +26.7 % | KES 18,611 |
| 2018 | KES 28,000 | −6,515 | −26.0 % | KES 24,096 |
| 2019 | KES 40,000 | −1,425 | −4.7 % | KES 34,671 |
| 2020 | KES 52,000 | −5,680 | −13.8 % | KES 40,991 |
| 2021 | KES 64,000 | +1,467 | +3.1 % | KES 54,458 |
| 2022 | KES 76,000 | −18,869 | −30.9 % | KES 47,589 |
| 2023 | KES 88,000 | −3,941 | −7.3 % | KES 55,648 |
| 2024 | KES 100,000 | +12,556 |